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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,169 | $148,623-77.7% | $135,974-75.6% | $139,466-76.2% |
| Participation rate | 26.7% | 83.9%-57.2pp | 81.9%-55.3pp | 80.3%-53.7pp |
| Annual return | 16.95% | 79.30%-62.4pp | 68.30%-51.4pp | 373.66%-356.7pp |
| Employer contribution / active EE | $837 | $5,246-84.1% | $4,859-82.8% | $4,754-82.4% |
| Participant deferral / active EE | $3,578 | $8,103-55.8% | $7,760-53.9% | $6,712-46.7% |
| Admin fee / account holder | $49 | $12,406-99.6% | $10,767-99.5% | $11,409-99.6% |